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WisdomTree US SmallCap Dividend Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Pinnacle Associates
176
Pinnacle Associates
New York
$450K -$32.3K -961 -6%
FFS
177
Founders Financial Securities
Maryland
$448K +$80.7K +2,398 +19%
AGA
178
Arkos Global Advisors
Texas
$448K -$9.75K -290 -2%
NWA
179
Navis Wealth Advisors
New York
$441K +$60.3K +1,792 +15%
DE
180
Diversified Enterprises
Delaware
$422K +$1.72K +51 +0.4%
SIA
181
Schechter Investment Advisors
Michigan
$418K – – –
EP Wealth Advisors
182
EP Wealth Advisors
California
$414K +$3.97K +118 +0.9%
Focus Financial Network
183
Focus Financial Network
Minnesota
$406K -$11.7K -347 -3%
CWM
184
Collaborative Wealth Management
Florida
$396K -$35.3K -1,049 -8%
Hancock Whitney
185
Hancock Whitney
Mississippi
$396K -$3.16K -94 -0.8%
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$391K -$30.9K -918 -7%
MWA
187
Midland Wealth Advisors
Illinois
$383K – – –
JSL
188
JT Stratford LLC
Georgia
$378K -$58.9K -1,751 -13%
IIA
189
Integral Investment Advisors
California
$370K – – –
O'Shaughnessy Asset Management
190
O'Shaughnessy Asset Management
Connecticut
$366K +$9.65K +287 +3%
Exencial Wealth Advisors
191
Exencial Wealth Advisors
Oklahoma
$362K -$10K -298 -3%
IWC
192
Infinity Wealth Counsel
Ohio
$356K – – –
Equitable Holdings
193
Equitable Holdings
New York
$355K -$39.3K -1,168 -10%
MFS
194
McNamara Financial Services
Massachusetts
$353K +$66.4K +1,975 +22%
Dakota Wealth Management
195
Dakota Wealth Management
Florida
$352K -$10.7K -318 -3%
VCA
196
Verdence Capital Advisors
Maryland
$351K +$135 +4 +0%
HP
197
Hilltop Partners
Indiana
$347K – – –
SOS
198
Silver Oak Securities
Tennessee
$346K +$25.6K +760 +8%
First National Trust
199
First National Trust
Pennsylvania
$343K +$4.51K +134 +1%
PWMAG
200
Pinnacle Wealth Management Advisory Group
New Jersey
$335K -$32.3K -961 -8%